<p><strong>Natalie Lue with Robert Half is partnering with a growing organization seeking a hands-on Accounting Manager who is eager to step into a future Controller-level role. This is an excellent opportunity for a strong accounting leader who enjoys partnering with operations, driving process improvements, and influencing key business decisions.</strong></p><p><br></p><p>The ideal candidate will bring experience from restaurant, hospitality, entertainment, food service, retail, or other fast-paced, customer-focused environments.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Leading month-end close and financial reporting</li><li>Budgeting, forecasting, and financial analysis</li><li>Payroll oversight and compliance</li><li>Cost controls and operational performance analysis</li><li>Supporting leadership with strategic financial insights</li><li>Partnering cross-functionally to improve processes and drive efficiencies</li></ul><p><strong>This role offers strong visibility to leadership, the opportunity to influence business strategy, and a clear path toward a Controller title as the organization continues to grow.</strong></p>
<p>We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
<p>The HR Assistant supports daily human resources operations, including employee onboarding, HR record management, benefits administration, and recruiting coordination. This role assists with maintaining employee files, scheduling interviews, processing paperwork, and responding to employee inquiries while ensuring accuracy and confidentiality.</p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
We are looking for an accomplished Trial Attorney to join a respected litigation practice in Walnut Creek, California. This position focuses on defending complex medical malpractice and healthcare-related claims while guiding matters from early assessment through trial or resolution. The attorney in this role will work closely with healthcare clients, shape litigation strategy, and contribute meaningful leadership within a collaborative trial team.<br><br>Responsibilities:<br>• Direct a docket of sophisticated medical malpractice and healthcare litigation matters from initial evaluation through final outcome.<br>• Act as primary courtroom counsel in trials, mediations, arbitrations, hearings, and other contested proceedings.<br>• Build effective litigation strategies by coordinating investigations, planning discovery, and working with expert witnesses.<br>• Prepare, review, and argue motions, pleadings, and written discovery with a strong focus on accuracy and persuasive advocacy.<br>• Take and defend depositions, appear before the court, and represent clients throughout each phase of the litigation process.<br>• Communicate case developments, exposure analysis, and strategic recommendations to clients and other key stakeholders on a regular basis.<br>• Work closely with attorneys, paralegals, and support professionals to drive organized, efficient, and cost-conscious case management.<br>• Strengthen client relationships by serving as a steady advisor to healthcare providers and organizations facing sensitive legal disputes.<br>• Support the broader success of the litigation group by mentoring entry-level team members and promoting high standards of legal service.
<p><br></p><p>We are looking for an experienced Sr. Accountant to join a growing team in El Granada, California. This role will oversee core accounting operations, contribute to accurate and timely financial reporting, and support key compliance activities. The ideal candidate brings strong general ledger expertise, sound judgment, and the ability to manage multiple priorities in a hands-on environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead critical month-end accounting activities, including billing review, revenue treatment, prepaid expense tracking, and accrual preparation to ensure accurate financial results.</p><p>• Perform detailed reconciliations for balance sheet and profit-and-loss accounts, resolving discrepancies and maintaining reliable supporting documentation.</p><p>• Administer payroll for an employee population of approximately 30 staff members and post related accounting entries to the general ledger.</p><p>• Work closely with Human Resources to coordinate accounting matters tied to employee benefits, compensation, and related expenses.</p><p>• Manage day-to-day accounting processes across the full cycle, from transaction recording through period-end reporting.</p><p>• Provide support during the annual external audit and assist with preparing schedules and documentation for corporate tax reporting.</p><p>• Contribute to ad hoc accounting assignments and special projects as business needs evolve.</p><p>• Maintain accurate journal entries and support bank reconciliation activities to strengthen financial controls and reporting accuracy.</p>
We are looking for an accomplished Natural Resources Attorney to support complex matters involving environmental regulation, land use, and resource-related legal issues in Lafayette, California. This opportunity is suited for a lawyer who can provide practical guidance, manage sophisticated legal work, and collaborate effectively with clients and internal teams. The ideal candidate brings strong experience in natural resources law and a solid understanding of regulatory compliance in a dynamic legal environment.<br><br>Responsibilities:<br>• Advise clients on legal matters involving natural resources, environmental requirements, land use considerations, and related regulatory frameworks.<br>• Manage a range of legal matters from initial analysis through resolution, including strategy development, drafting, and client counseling.<br>• Interpret federal, state, and local regulations and translate complex legal obligations into clear, actionable guidance for clients.<br>• Prepare, review, and refine legal documents such as memoranda, agreements, filings, and other matter-related materials.<br>• Represent client interests in negotiations, administrative proceedings, and other interactions connected to environmental and resource issues.<br>• Work closely with colleagues across related practice areas to deliver coordinated legal solutions on multifaceted matters.<br>• Conduct thorough legal research and evaluate emerging developments that may affect client operations or project objectives.
<p>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
<p>A San Francisco–based personal injury law firm is seeking a Litigation Paralegal to support its civil litigation practice. This is a contract-to-hire opportunity for a detail-oriented paralegal who thrives in a fast-paced, plaintiff-side environment and is eager for long-term growth. The Litigation Paralegal will play a key role in supporting attorneys through all phases of civil litigation, with a primary focus on plaintiff-side personal injury matters. While prior personal injury experience is preferred, paralegals with experience in any civil litigation practice area are encouraged to apply.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, and file pleadings, motions, discovery responses, and subpoenas</li><li>Manage discovery processes, including document collection, review, and production</li><li>Assist with deposition preparation, trial preparation, and settlement materials</li><li>Maintain case files, calendars, and litigation deadlines</li><li>Communicate with clients, experts, vendors, opposing counsel, and court personnel</li><li>Conduct factual research and assist with medical records and damages documentation</li><li>Support attorneys throughout the life cycle of active litigation matters</li></ul>
<p>We are seeking an Accounts Receivable Specialist for a contract opportunity in Stockton, California. This role is ideal for a detail-oriented professional with experience in cash applications, payment posting, deductions processing, and accounts receivable support. The Accounts Receivable Specialist will play a key role in maintaining accurate customer accounts, ensuring timely application of incoming payments, and researching payment discrepancies to support efficient receivables operations.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Post and apply daily customer payments accurately, including checks, ACH, wires, and other remittance activity. </li><li>Review remittance details and perform cash application to the appropriate customer accounts and open invoices. </li><li>Research and resolve unapplied cash, payment variances, and posting discrepancies in a timely manner.</li><li>Investigate and track customer deductions, short payments, chargebacks, and disputes, working with internal teams to support resolution. </li><li>Maintain detailed and organized records of deductions, payment support, customer correspondence, and account adjustments. </li><li>Monitor customer account balances and aging reports to identify overdue invoices, outstanding deductions, and open issues impacting payment. </li><li>Assist with collections follow-up on past-due balances while helping resolve disputed items that may delay payment. </li><li>Prepare, review, and issue invoices, ensuring billing information is complete and accurate. </li><li>Reconcile customer accounts, support month-end receivables activities, and help ensure account accuracy. </li><li>Respond to customer inquiries related to invoices, payments, credits, deductions, and account balances in a professional manner. </li><li>Provide general administrative and operational support to the accounting team as needed. Based on general knowledge.</li></ul><p>For immediate consideration contact Robert Half at 209-232-1991</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an Associate Attorney to support a dynamic insurance coverage practice in San Francisco, California. This role offers the opportunity to advise insurer clients on coverage matters, represent them in litigation and alternative dispute resolution proceedings, and contribute to a collaborative legal team. The position is well suited for an attorney with at least two years of relevant experience who is ready to take on meaningful casework in a fast-paced environment.<br><br>Responsibilities:<br>• Counsel insurer clients on policy interpretation, coverage analysis, and related legal exposure across a range of matters.<br>• Manage active files from initial assessment through resolution, ensuring deadlines, strategy decisions, and client communications are handled effectively.<br>• Draft and review pleadings, coverage opinions, motions, briefs, and other legal documents with strong attention to detail.<br>• Represent clients in litigation proceedings, mediations, arbitrations, and other dispute resolution forums involving insurance-related claims.<br>• Conduct legal research and apply relevant statutes, case law, and policy language to support case strategy and client recommendations.<br>• Collaborate with colleagues across the practice to develop legal arguments, share insight, and deliver high-quality client service.<br>• Communicate regularly with clients, opposing counsel, and other stakeholders regarding case developments, risk considerations, and next steps.
We are looking for a Customer Navigator to deliver high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Long-term Contract position focuses on creating a welcoming experience, guiding individuals through appointments and services, and helping resolve questions before, during, and after visits. The ideal candidate brings strong customer service instincts, excellent communication skills, and the ability to coordinate across departments in a fast-paced healthcare environment.<br><br>Responsibilities:<br>• Serve as a primary non-clinical point of contact for patients and visitors, offering guidance and concierge-style assistance throughout their care experience.<br>• Coordinate appointments and related service needs for referred patients during both inpatient and outpatient encounters.<br>• Help patients and guests navigate the healthcare environment by explaining processes, locations, and available support resources.<br>• Share transportation and campus shuttle information to assist visitors traveling between hospital sites and clinics.<br>• Escalate concerns, service issues, or special requests to the appropriate teams and document relevant details when needed.<br>• Support patient-centered communication standards in all interactions with patients, families, and staff members.<br>• Maintain compliance with hospital policies related to safety, security, quality expectations, and respectful workplace conduct.<br>• Participate in training and ongoing learning activities to remain current on service protocols, patient rights, and organizational standards.
<p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
<p>We are looking for a Technical Program Manager to lead web-focused initiatives. This contract opportunity is <strong>on-site in the San Francisco Bay Area</strong>, and ideal for someone who can bring structure to complex digital work, guide cross-functional teams, and keep programs moving from concept through launch. The role calls for a strong operational mindset, excellent stakeholder communication, and the ability to tailor delivery approaches to meet evolving project needs.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the full delivery cycle for web initiatives, guiding work from intake and scoping through execution, validation, and release.</p><p>• Partner with engineering, design, content, marketing, and web strategy stakeholders to define priorities, clarify requirements, and maintain alignment on timelines and outcomes.</p><p>• Apply a flexible project delivery approach by selecting and refining Scrum, Kanban, and Waterfall practices based on project scope and team needs.</p><p>• Administer and optimize project management platforms such as Jira and ClickUp, including workflow setup, dashboard creation, and usage guidance for team members.</p><p>• Establish and enhance governance standards for web operations to improve consistency, accountability, and delivery quality across projects.</p><p>• Manage the web roadmap by balancing priorities, coordinating resources, and ensuring work supports broader business objectives.</p><p>• Facilitate agile team routines such as sprint planning, daily check-ins, retrospective sessions, and backlog refinement meetings.</p><p>• Track program metrics and analyze delivery performance to identify bottlenecks, improve efficiency, and support data-informed decisions.</p>
<p>Logistics Clerk</p><p><strong>Position Summary</strong></p><p>We are seeking a detail-oriented Logistics Clerk to support the coordination of shipments, inventory, and transportation activities. The ideal candidate will help ensure products are accurately tracked, processed, and delivered on time.</p><p><strong>Key Responsibilities</strong></p><ul><li>Process shipping and receiving documentation and maintain accurate records.</li><li>Coordinate inbound and outbound shipments with carriers and vendors.</li><li>Track inventory levels and assist with cycle counts and stock reconciliation.</li><li>Enter and update shipment information in company systems.</li><li>Communicate with internal teams regarding order status, deliveries, and logistics updates.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p><br></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the CEO's calendar, meetings, and travel arrangements</li><li>Coordinate executive communications and correspondence</li><li>Prepare presentations, reports, agendas, and meeting materials</li><li>Support board meetings and executive leadership initiatives</li><li>Track priorities, deadlines, and follow-up items</li><li>Handle sensitive and confidential information with discretion</li><li>Partner with internal and external stakeholders on behalf of the CEO</li></ul>
We are seeking a detail-oriented Senior Compliance Analyst to review direct marketing materials and customer communications for financial services products. This role focuses on ensuring marketing campaigns, promotional content, and customer-facing disclosures comply with applicable regulations, including UDAAP, TILA, Regulation Z, and CAN-SPAM. The ideal candidate has hands-on experience reviewing financial services marketing materials, identifying regulatory risks, and partnering with Marketing, Legal, Product, and Risk teams to support compliant campaign execution. Previous experience with Figma and Jira is a plus. Key Responsibilities Review direct marketing materials, advertisements, promotional offers, emails, and customer communications for regulatory compliance and accuracy. Evaluate disclosures, pricing, fees, promotional claims, and required terms under UDAAP, TILA, Regulation Z, and CAN-SPAM. Partner with Marketing, Legal, Product, and Risk teams to identify compliance concerns and provide practical guidance throughout campaign development and launch. Verify that marketing communications include appropriate disclosures, consent language, unsubscribe mechanisms, and other required consumer protections. Conduct quality checks and targeted reviews to identify compliance gaps, document findings, and recommend corrective actions. Maintain clear documentation of reviews, approvals, and remediation activities to support audits and regulatory examinations. Monitor regulatory developments and assist with updating compliance procedures, review standards, and internal guidance. Prepare compliance summaries, risk assessments, and reporting to support leadership oversight and continuous improvement. Required Qualifications detail oriented experience reviewing direct marketing materials or customer communications within financial services. Working knowledge of UDAAP, TILA, Regulation Z, and CAN-SPAM requirements. Strong understanding of marketing disclosures, consumer protection requirements, and advertising compliance. Excellent analytical, written communication, and documentation skills. Ability to work collaboratively with cross-functional stakeholders and communicate regulatory requirements clearly. Strong attention to detail and the ability to manage multiple reviews and deadlines. Preferred Qualifications Previous detail oriented experience using Figma for marketing asset review. Familiarity with Jira for workflow management, issue tracking, and compliance review processes.
<p><strong>Interested? Connect with me on LinkedIn, Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Accounts Payable Associate | $95K–$110K + Discretionary Bonus</strong></p><p><br></p><p>📍 <strong>San Francisco | Hybrid</strong></p><p><br></p><p>🔥 <strong>Top-Tier Investment Firm </strong></p><p><strong> </strong></p><p>I'm working on an opportunity with a prestigious global private investment firm managing approximately <strong>$40B in equity capital</strong> across public and private markets, including private equity, credit, and real estate.</p><p><br></p><p>The firm is looking for an <strong>Accounts Payable Associate</strong> to join a well-established accounting and tax team of 40+ professionals.</p><p><br></p><p><strong>💡 What You'll Do</strong></p><ul><li>Review, code, and allocate invoices while coordinating payment approvals</li><li>Process semimonthly payments, including ACH and checks</li><li>Audit employee expense reports and reconcile corporate credit cards</li><li>Manage domestic and international vendor onboarding, including W-9/W-8 documentation</li><li>Handle bank transactions, deposits, wires, and cash activity</li><li>Support fixed asset accounting, journal entries, and expense analysis</li><li>Assist with 1099s, use tax filings, and other compliance requirements</li><li>Contribute to process automation and the implementation of NetSuite</li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
<p>We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
We are looking for a Senior Accountant to join our team in Hayward, California and help maintain dependable financial records while supporting daily accounting operations. This position plays an important role in the monthly close process, financial compliance, and audit readiness, working closely with leadership to keep reporting accurate and timely. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to partner effectively with teams across the organization.<br><br>Responsibilities:<br>• Record recurring and nonrecurring journal entries each month, including accruals, amortization activity, and depreciation for fixed assets.<br>• Reconcile general ledger and balance sheet accounts, investigate discrepancies, and resolve issues to preserve the accuracy of financial data.<br>• Contribute to an efficient month-end close by completing assigned tasks on schedule and ensuring reporting deadlines are met.<br>• Assemble supporting schedules, account analyses, and requested documentation for internal reviews and external audit activities.<br>• Oversee compliance-related accounting tasks tied to sales tax, payroll tax, information reporting, and business licensing obligations.<br>• Help uphold accounting policies, regulatory requirements, and internal control standards across routine financial processes.<br>• Participate in ERP-related workflows, reporting activities, and system-based accounting processes that support the finance function.<br>• Provide additional accounting support and complete other responsibilities as business needs evolve.
We are looking for an experienced Accounting Specialist to support a food and food processing organization in South San Francisco, California. This Contract position will focus on year-end accounting priorities and provide hands-on assistance across core financial activities during a period of team coverage needs. The ideal candidate brings strong judgment, advanced Excel capability, and the flexibility to contribute across multiple accounting functions in a fast-paced environment.<br><br>Responsibilities:<br>• Perform detailed account reconciliations and investigate discrepancies to maintain accurate financial records.<br>• Prepare and record journal entries in support of month-end and year-end close activities.<br>• Analyze financial data and produce clear reporting to assist the team with accounting decisions and closing priorities.<br>• Support accounts receivable follow-up efforts by contacting customers regarding outstanding balances and helping improve collections.<br>• Assist with the preparation of financial statements and related schedules to ensure timely reporting.<br>• Use advanced Excel tools to organize data, build analysis, and streamline accounting support tasks.<br>• Provide broad accounting assistance where needed to help cover workload gaps related to staff absences and time away.<br>• Partner with the internal team to learn existing processes quickly and contribute effectively with on-the-job guidance.
<p>A San Francisco–based law firm is seeking a professional and client-focused Legal Receptionist to serve as the first point of contact for attorneys, clients, and visitors. This is a contract-to-hire opportunity for someone who excels in a fast-paced, detail-oriented legal environment and takes pride in providing exceptional front-desk and administrative support. The Legal Receptionist will manage daily reception operations, maintain a welcoming office atmosphere, and support attorneys and legal staff with light administrative tasks to ensure smooth day-to-day operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Greet and assist clients, visitors, and vendors in a professional and courteous manner</li><li>Answer and route incoming phone calls, take accurate messages, and manage voicemail systems</li><li>Maintain lobby, conference rooms, and reception areas to ensure a polished and organized office environment</li><li>Coordinate conference room scheduling and assist with meeting setup as needed</li><li>Receive, sort, and distribute mail and courier deliveries</li><li>Assist with basic administrative tasks such as data entry, filing, scanning, and document preparation</li><li>Support attorneys, paralegals, and legal assistants with ad hoc administrative requests</li><li>Monitor office supplies and coordinate restocking as needed</li><li>Ensure compliance with firm confidentiality and professionalism standards</li></ul>